Careers

"I love working at KDI because of the incredible people and the support of our team. The well-structured processes keep things organized and efficient, and because of our amazing clients the work is truly rewarding. It’s a culture where I can thrive and make a meaningful impact!"

Heidi Oakley, AIF^®, Advisor Lead, Financial Advisor

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"One of the reasons that I love to work at KDI is that the entire team believes in the Leave It Better Than You Found It philosophy, ensuring that every interaction adds value, even if it’s just a conversation. At the heart of everything we do is a genuine Love for People, we’re here to help, not just financially, but in creating lasting relationships with every family we work with."

Dylan Justice,  CFP^®, AIF^®,  Executive Partner, Financial Advisor

"As the President of KDI, I genuinely love working with our team because we’re more than just colleagues, we’re family. Everyone here embraces challenges with enthusiasm, and we work fluidly together to enhance the client experience at every turn. It’s incredibly rewarding to watch our team members grow both personally and professionally, united by a shared passion for excellence and success."

Carrie Dick, CPFA^®, CEPA, President, Managing Director

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"Being an advisor at KDI means working alongside an incredible team that supports and motivates each other every day. The collaborative energy and shared drive to deliver the best for our clients create an environment where growth and success thrive. It’s inspiring to be part of a group that values connection, innovation, and a genuine commitment to making a difference."

Ryan Fanizza, CPFA^®, Financial Advisor

"I’ve found KDI Wealth to be more than just a workplace, I’ve found a family. What I love most about KDI is the people and the culture. We truly care about one another, and that sense of support extends not only to our team but to the clients we serve. Every day, we work together to provide life-changing solutions to our clients’ most complex financial challenges, and it’s incredibly fulfilling to be a part of their success stories.

KDI stands out because of our focus on balance and autonomy. As a father and a coach, being able to prioritize my family and never miss my kids’ games or activities means the world to me. That same flexibility is extended to every member of our team, creating a culture where life outside of work is just as important as what we achieve together in the office.

Our systematic, process-driven operations mean we can focus on what truly matters—serving our clients and enjoying the journey with an incredible team. If you’re looking for a place where your voice is heard, your personal life is valued, and your work makes a real difference, KDI Wealth is where you want to be."

Shane Keith, MBA^®, CFP^®, CPFA^®, Executive Partner, Vice President

"When I joined KDI Wealth Management, I knew I’d found something special, a place where we make a real difference in people’s lives. Our focus on building relationships and helping clients achieve peace of mind about their financial future is genuine. The "sleep at night factor" isn’t just a saying; I see it in action daily as we develop financial plans and support each other. What sets us apart is our authenticity. We live by the principle of "leaving it better than we found it," whether helping clients or mentoring new team members. We take time to know each client’s story and always meet people where they are, creating an environment where everyone feels valued.

The best part? KDI Wealth Management puts family first, truly. There’s no guilt about flexibility when attending a child’s school event or taking a parent to the doctor. The culture empowers us to prioritize family while delivering exceptional work. I’m proud to be part of a team that helps clients achieve their dreams through smart financial planning. Here, we’re not just crunching numbers; we’re building secure futures and genuine peace of mind for the people we serve. It’s meaningful work with people I truly enjoy."

Erin Litchfield, FPQP^®,  Operations Lead, Paraplanner

"I truly love working at KDI Wealth. Every day, I’m inspired by the incredible team I get to collaborate with. From the moment I step into the office, there’s a strong sense of camaraderie and enthusiasm. It’s not just about the work but the amazing people I’m fortunate to work alongside, who share a commitment to excellence that motivates me to give my best.

The team here is remarkable; Ryan’s morning coffee, Kaylee’s infectious laugh, and Shane’s genuine interest in what I have to say make every day brighter. Open communication, a willingness to help, and mutual respect create a positive and dynamic environment. Whether brainstorming ideas, solving problems, or celebrating successes, I love being part of this supportive group."

Cindy Boyes, Client Service Associate & Director of First Impressions

"I absolutely love what I do because it gives me the chance to help people navigate personal finance, investments, and retirement planning. Guiding clients as they create a plan for a happy and secure retirement—and celebrating every milestone with them along the way—fills me with so much joy. Building meaningful relationships with my clients, cheering them on as they enjoy the rewards of their hard work, and being part of their journey is incredibly fulfilling. On top of it all, I’m surrounded by a team that feels like a second family. We support each other, work together, and genuinely enjoy each other’s company, making every day so special."

Diane Greer, CRPC^®, AIF^®, AWMA^®,  Financial Advisor